Plan Ledger DOL Form 5500 · updated monthly

Eileen Fisher, Inc.401(k)

EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN · IRVINGTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Eileen Fisher, Inc. reported $64,407 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $661 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 846th-largest of 5,648 plans among New York employers on file, and the 398th of 5,215 in retail trade. In 2024, employees put in $7.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$92,891,230
Participants with balances1,136
Active participants842
Employer contributions$556,855
Employee contributions$4,172,155
Employer contribution per active participant$661
Average account balance$81,770
Benefits paid to participants$7,625,588
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSECOPPERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$92.9M · 1,136 accts · $557K emplr
2023$83.0M · 1,125 accts · $452K emplr
2022$74.5M · 1,107 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,407
Total administrative$64,407
The Eileen Fisher, Inc. 401(k) match · 2024
Employer contribution per active participant$661
Median for plans this size$3,635
2024$661 per active participant
2023$559 per active participant

Eileen Fisher, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$64,407
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,407 · 0.07%
2023$59,690 · 0.08%
2022$95,846 · 0.11%
All plans at this employer2
EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN401(k)
EILEEN FISHER, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Global Industrial Company NY$110.1M · 0.06%
Harry Winston, Inc. NY$96.4M · 0.20%
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Burberry Limited NY$85.1M · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133359549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.